Plan Snapshot
- Plan Sponsor: Kyocera International, INC.
- Sponsor EIN: 941695243
- Sponsor Address: 8611 BALBOA AVE, SAN DIEGO, CA, 92123
- Plan Type: 401(k)
- Total Participants: 1,012
- Total Assets: $273.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,012 | $273.9M | $2.4M | $9.5M |
| 2023 | 1,068 | $253.2M | $2.2M | $9.2M |
| 2022 | 1,075 | $232.0M | $2.1M | $8.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $50,898 | — | $50,898 |
| MOSS ADAMS LLP | AUDITOR | $20,000 | — | $20,000 |
| CROWE LLP | Auditor | $20,000 | — | $20,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- MOSS ADAMS LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,898
- Estimated Expense Ratio: 0.033% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $70,898 | — | — | $20,000 | — |
| 2023 | $66,736 | — | — | $19,300 | — |
| 2022 | $171,025 | — | — | — | $21,000 |